AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.82M 0.06%
140,446
-17,543
352
$6.82M 0.06%
67,927
+4,580
353
$6.81M 0.06%
708,364
+47,364
354
$6.8M 0.06%
186,507
-19,029
355
$6.79M 0.06%
112,008
-4,141
356
$6.78M 0.06%
175,427
+60,028
357
$6.76M 0.06%
389,622
+124,105
358
$6.73M 0.06%
140,423
+18,122
359
$6.72M 0.06%
462,940
+66,100
360
$6.71M 0.06%
36,458
+4,634
361
$6.71M 0.06%
182,214
+1,892
362
$6.7M 0.06%
88,102
+16,097
363
$6.69M 0.06%
82,791
+4,797
364
$6.69M 0.06%
99,730
-3,361
365
$6.68M 0.06%
120,730
-3,469
366
$6.67M 0.06%
188,552
-734
367
$6.65M 0.06%
122,067
+2,334
368
$6.63M 0.06%
162,018
+12,631
369
$6.62M 0.06%
555,507
+41,217
370
$6.59M 0.06%
219,878
+27,689
371
$6.59M 0.06%
67,941
-4,981
372
$6.58M 0.06%
352,502
+47,621
373
$6.47M 0.06%
34,141
+1,251
374
$6.41M 0.06%
28,483
+3,208
375
$6.4M 0.06%
191,105
+29,221
13 14
15
16 17